Advanced Settings in Dynamics 365 CE/CRM: Marketing
UG Expert Heidi Neuhauser shares insights on advanced settings in Dynamics 365 in this fourth and final part of her series for CE/CRM users. She has reviewed advanced environment settings, settings in the Sales Hub, and settings for Customer Service. Now, she covers settings for the Marketing app.
Key Takeaways:
- Important apps for admins and marketers: When spinning up a trial environment of customer insights journeys, it provides free model-driven apps. The customer insights journeys app is where you will manage your marketing assets. It’s also important to understand how to leverage the Power Platform Environment Settings model-driven app.
- Customer Insights Journeys app overview area: This one is the same as a lot of other first-party apps, such as sales. The overview section hosts your general settings for the app, like email marketing and customer engagement.
- The settings section: This is essentially a one-stop shop for viewing configurable settings inside this app. Several features can be turned on and off. It includes segmentation items, tracking items, and more. Users can update specific email marketing information, add new or manage existing domains, and set designer feature protection.
- Customer engagement: This area includes: compliance profiles, where you manage all of the consent details; journey settings, which are like time zone defaults and other parameters; frequency cap to set the maximum number of messages a customer can get inside of a real-time journey; and setting times to ensure there’s no messaging during specific times of the day or days of the week.
- Collaboration and chat settings: This is no different than other apps we’ve looked at. It can turn on or off the ability to link Dynamics records or views of Teams channels and Teams chats inside of Dynamics.
- Event management: This has two areas, Power Pages websites and web applications. If you’re using either of those for your event management, this is where you set up features for that.
- Data management: This is for those also using customer insights data. You can manage the connection between the two apps and use data points from customer insights data in your journeys and your segmentation in all of your Dynamics content.
